Purchases and Sales Made in Q1 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2024. The information is specifically focused on institutions that hold shares of STATE STREET CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 3.96% |
$1.28K - $1.41K
|
473
$50.3K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.4% |
$1.21K - $1.33K
|
4.26K
$452K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
16+ 0.42% |
$1.14K - $1.25K
|
3.87K
$412K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
15+ 1.38% |
$1.07K - $1.18K
|
1.11K
$118K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 6.67% |
$1.07K - $1.18K
|
240
$25.5K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.93% |
$924 - $1.02K
|
1.41K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.4% |
$853 - $941
|
2.99K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.17% |
$853 - $941
|
6.93K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 1.12% |
$853 - $941
|
1.08K
$115K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.51% |
$640 - $706
|
1.78K
$189K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 8.04% |
$640 - $706
|
121
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$569 - $627
|
8
$851
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 40.0% |
$569 - $627
|
28
$2.98K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 15.38% |
$569 - $627
|
60
$6.38K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.56% |
$569 - $627
|
1.43K
$152K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.04% |
$498 - $549
|
17.8K
$1.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 1.97% |
$498 - $549
|
362
$38.5K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 28.0% |
$498 - $549
|
32
$3.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.08% |
$427 - $471
|
7.23K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6+ 0.19% |
$427 - $471
|
3.24K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$356 - $392
|
5
$532
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$356 - $392
|
5
$532
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.45% |
$356 - $392
|
1.13K
$120K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4+ 0.07% |
$284 - $314
|
5.57K
$593K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.29% |
$213 - $235
|
1.02K
$109K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.03% |
$142 - $157
|
5.98K
$636K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 0.68% |
$142 - $157
|
297
$31.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2+ 0.07% |
$142 - $157
|
2.89K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.09% |
$142 - $157
|
2.12K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$71.1 - $78.4
|
6.36K
$676K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.16% |
$71.1 - $78.4
|
632
$67.2K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$71.1 - $78.4
|
1
$106
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.0% |
$71.1 - $78.4
|
26
$2.76K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.25% |
$71.1 - $78.4
|
81
$8.61K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.63% |
$71.1 - $78.4
|
161
$17.1K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.16% |
$71.1 - $78.4
|
631
$67.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.02% |
$71.1 - $78.4
|
6K
$638K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 15.38% |
$142 - $157
|
11
$1.17K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2- 1.74% |
$142 - $157
|
113
$12K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3- 0.76% |
$213 - $235
|
390
$41.5K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.02% |
$213 - $235
|
17.9K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 2.17% |
$213 - $235
|
135
$14.4K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-6- 0.01% |
$427 - $471
|
41.4K
$4.41M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 6.31% |
$498 - $549
|
104
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8- 0.07% |
$569 - $627
|
11.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-10- 0.67% |
$711 - $784
|
1.49K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 20.0% |
$711 - $784
|
40
$4.25K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 0.46% |
$711 - $784
|
2.19K
$233K
|